Our Solutions

/Our Solutions
Our Solutions2017-07-11T16:18:48+00:00

Why choose Chartered Wealth Solutions?

A client-centred approach

Our clients are at the heart of all we do and guide our decision-making process every step of the way. Our greatest insights into retirement come directly from our clients – they direct our growth and inspire our ongoing striving for excellence.


Chartered Wealth Solutions is one of the largest independent financial planning company in South Africa. Independence is a core value here – it allows us the freedom to provide you with the most objective advice possible – advice free from limiting affiliations with service providers, asset consultants, and commission schemes.

Holistic planning

Part of our strategy in helping you retire successfully is to guide you through a process of discovery so that you can map out the life you want to live in retirement. Only then are we able to structure a truly meaningful financial plan – one completely unique to your life, one based on your dreams and goals for retirement… a retirement plan where money and meaning meet!